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Dec 31, 2024

Kanzhun Q4 2024 Earnings Report

Kanzhun reported strong revenue growth and profitability in Q4 2024.

Key Takeaways

Kanzhun delivered a robust Q4 2024 performance, with revenue rising 15.4% year-over-year to $249.8 million. Net income increased by 34.1% to $60.9 million, while adjusted net income grew to $99.0 million. EPS stood at $0.14, with adjusted EPS at $0.23. The company benefited from growth in enterprise customers and improved monetization strategies.

Revenue grew 15.4% year-over-year to $249.8 million.

Net income increased by 34.1% to $60.9 million.

Operating income rose 71.2% to $52.1 million.

Adjusted net income reached $99.0 million, up 14.9% from Q4 2023.

Total Revenue
$250M
Previous year: $219M
+14.3%
EPS
$0.23
Previous year: $0.2
+15.0%
Monthly Active Users
52.7M
Paid Enterprise Customers
6.1M
Gross Profit
$207M
Previous year: $181M
+14.5%
Cash and Equivalents
$350M
Previous year: $1.82B
-80.8%
Free Cash Flow
$131M
Previous year: $2.09B
-93.7%
Total Assets
$2.65B
Previous year: $2.53B
+4.6%

Kanzhun

Kanzhun

Kanzhun Revenue by Segment

Forward Guidance

Kanzhun expects continued revenue growth in Q1 2025, driven by enterprise customer expansion and AI-powered recruitment tools.

Positive Outlook

  • Revenue forecasted to grow by 11.5% to 12.7% in Q1 2025.
  • Increased investment in AI-powered recruitment solutions.
  • Expansion of paid enterprise customer base.
  • Higher monetization potential from value-added services.
  • Strong cash reserves support continued platform development.

Challenges Ahead

  • Macroeconomic uncertainty may impact hiring demand.
  • Increasing competition in the online recruitment market.
  • Higher R&D investments may pressure margins.
  • Potential regulatory risks in China’s labor market policies.
  • Marketing expenses could increase to sustain user growth.

Revenue & Expenses

Visualization of income flow from segment revenue to net income